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Aesthetix CRM
 and
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Build your
Aesthetix CRM
and
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Explore available triggers and actions

Aesthetix CRM

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Send SMS

Sends a new SMS message

action

Create database item

Creates a new item in a the selected database

action

Get insurance plans

Gets insurance plans

action

Get patients

Retrieves a list of patients

action

Get spreadsheet rows

Gets a range of rows from specific sheet of a spreadsheet

action

Create intake record

Creates a new intake record

action

Create association

Creates an association between two objects e.g. a task and a contact, or between custom objects

action

Create or update table record

Creates a new record or updates the first record that match the specified criteria

action

Find a record

Finds a single record based on a search field

action

Get tasks

Gets a list of all tasks

action

Get bill

Gets a specific bill

action

Create medication

Creates a medication for a patient

action

Get insurance payer

Fetches a specific insurance payer

action

Get tasks

Retrieves a list of all tasks

action

Update program phase

Updates a patient's program phase

action

Delete Customer

Delete a customer in Customer.io.

action

Create folder

Creates a folder

action

Get CMS1500

Gets a specific record of CMS1500

action

Search medications

Retrieves a list of medications for a given search parameters

action

Get appointments

Gets a list of appointments

action

Send eligibility check

Sends real-time eligibility checks to payers.

action

Get app fields

Fetches all fields of an app

action

Get channels

Gets all the available user channels

action

Update table row

Updates a row from a worksheet table

action

Get visit note

Gets a visit note by ID

action

Get portfolio

Gets a portfolio by ID

action

Update event

Updates a Salesforce calendar event

action

Upload file

Uploads a file to Google Drive using multipart approach

action

Update contact

Update contact

action

Get agreements

Retrieves agreements for the user

action

Get external patient

Fetches a patient by their external identifier

action

Update clinical encounter

Updates a clinical encounter

action

Create end user

Creates an end user

action

Get new and modified patient notes

Gets new and modified patient notes

action

Delete availability exception

Deletes an availability exception

action

Update table records

Updates a set of table record matching the specified criteria

action

Create Appointment

Creates a new appointment

action

Get contacts

Retrieves all contacts

action

Get cover pages

Gets all cover pages

action

Create subscription

Creates a new subscription for a topic

action

Get invoice

Retrieves a selected invoice

action

Get records

Retrieves a list of records from a table based on the provided filters

action

Get appointments

Gets all appointments

action

Get patient

Gets a patient

action

Get service locations

Returns a list of service locations

action

Get claim changes

Retrieves list of modified claims records

action

Get inbound numbers

Retrieves a list of all inbound phone numbers

action

Reserve booking

Reserves a slot for a service booking

action

Get review of system findings

Retrieves a physical exam summary for a specific encounter

action

Get appointment locations

Gets a list of all locations of appointment

action

Get contact views

Lists of all contact views

action

Update patient

Updates a patient. Only the filled in fields will be updated.

action

Get projects

Gets all projects for the organization

action

Get lead fields

Retrieves the available custom fields for leads

action

Update user

Updates user details

action

Get services

Gets a list of services

action

Move card to list

Moves a card to a list

action

Get order subscription events

Retrieves list of the supported order subscription events

action

Create appointment

Creates a new appointment

action

Get categories

Retrieves a list of available categories

action

Add contact to workflow

Adds a specified contact to a workflow

action

Create patient

Creates a single patient

action

Get columns

Retrieve a list of columns from a board

action

Upload file

Uploads a file

action

Create number configuration

Create or update the number configuration to allow the number to use the send message endpoint

action

Download document

Generate and download PDF file for the document

action

Get clients

Gets a list of clients

action

Update Patient

Updates a new patient

action

Get document types

Retrieves a list of document types based on a search value filter

action

Get lab tests

Gets a list of lab tests

action

Get assessment custom data types

Gets a list of assessment custom data type schemas

action

Create facility

Creates a facility

action

Create patient

Creates a patient

action

Get insurance subscriptions

Retrieves a list of insurance subscriptions, links of insurance plan to a subscriber (patient)

action

Get products

Gets available store products

action

Create permission

Creates a permission to existing file or folder

action

Get occupations

Retrieves a list of all occupations

action

Get patient

Gets a patient by ID

action

Create history

Creates a history record

action

Download received fax

Downloads a PDF from a received fax

action

Search card

Searches for a card

action

Create patient

Creates a new patient record

action

Get patients

Gets patients

action

Send email reminders

Sends email reminders to a patient

action

Create lead

Creates a new lead

action

Add document to patient chart

Adds a document to patient chart

action

Create order intent

Creates a new order intent for a patient

action

Create block slot

Creates a new block slot

action

Create block slot

Creates a new block slot

action

Update assessment

Modifies the assessment / plan note for a specific encounter

action

Get lab orders

Retrieves a list of lab orders.

action

Search contact

Searches for a contact

action

Get groups

Retrieves all the groups in an account

action

Get organizations

Get organizations

action

Get recordings

Retrieves a list of recordings

action

Get data objects

Gets activitis feed

action

Get credit categories

Gets a list of credit categories

action

Get HPI finding templates

Retrieves a list of HPI finding templates

action

Create deposit

Creates a deposit

action

Get patient

Gets an existing patient

action

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Build your
Aesthetix CRM
 and
 automation with AI

BAA on all plans
SOC2 Type II security
External Auditors
7-days data retention

Aesthetix CRM

Aesthetix CRM is a HIPAA‑compliant, all‑in‑one marketing and CRM platform tailored for plastic surgery, medical spa, and dermatology practices. It centralizes email, SMS, live chat, web forms, workflows, lead nurturing, and integrations.

FAQ

Is Keragon HIPAA-compliant?

Yes, Keragon is fully HIPAA-compliant. We implement industry-standard security measures including encryption at rest and in transit, access controls, audit logging, and we sign Business Associate Agreements (BAAs) with all healthcare customers.

How long does it take to set up an integration?

Most integrations can be set up in minutes using our no-code workflow builder. Complex custom integrations may take a few hours depending on your requirements. Our team is available to help with implementation.

Can I customize the workflows?

Absolutely. Our workflow builder allows you to customize every aspect of your integrations including triggers, actions, data mappings, conditional logic, and error handling to match your specific needs.

What happens if an API fails?

Keragon includes built-in retry logic and error handling. Failed requests are automatically retried with exponential backoff. You'll receive alerts for persistent failures, and all events are logged for debugging.

Need help setting up your 
Aesthetix CRM
 and
 integration?

Work with a certified Keragon solution partner to design, optimize, and troubleshoot your 
Aesthetix CRM
 and
 workflows — faster and with confidence.

Hire an expert

Join large healthcare enterprises using Keragon that are strict with HIPAA-compliance.

BAA on all plans
SOC2 Type II security
External Auditors
7-days data retention
CUSTOMER testimonials

Real customers. Real value.

From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.

Keragon helps you grow your practice.

"Keragon hs been an essential partner as we've grown our practice. The personnalized support helped us get systems up and running quickly."

Joey Young
President, Renew Hope and Healing
Keragon is a HIPAA-compliant alternative to Zapier.

“We used Zapier for many of our integrations, but when it came to working with protected health information we had to find a different solution. Keragon has filled that gap really well! Their team has been great to work with and super helpful in getting our integrations up and running!”

Mark Callahan
Head of Engineering, BreatheSuite
I'm not a developer. Keragon set me free!

“Thank you for your response. I started using the demo today; it worked so smoothly... I almost shed a tear. HIPAA Automations.... lovely!!!”

Christian Trujillo
Owner, Diabetes DME
Keragon improves your operational efficiency.

“We’re thrilled to share how Keragon is integral to the success of A Smile for Kids and the safety of our patients’ data. This is especially evident as different, internal ASK systems exchange HIPAA protected information. By using Keragon as a trusted integration platform, we have enhanced our operational efficiency and safeguarded patient data at the highest level!”

Christian Moller-Andersen
Executive Director, A Smile for Kids
Keragon will support you all the way.

“And THANK YOU so much for looking into our zip code issue! It worked! That was a simple fix and now we’re having no problems automating customer creation. I can’t thank you enough for the time and support - we’re absolutely thrilled with how our systems are operating with Keragon. It has truly been a game changer!”

Will McGabe
Director of Social Impact, Hungry Harvest
Keragon is like Zapier for your health care business - only WAY better

“Keragon's support is next level. They take the time to build the connectors and really think through everything with us in a considerate, professional way. We chose our 2.0 tech stack based on software that play nice with Keragon, and that was a really good idea. I feel excited because we now can constantly incrementally improve our operations, and Keragon is the behind the scenes driver of that growth!”

Kevin Bundy
CEO, Alive IV and Wellness
Very easy to use and powerful!

“Keragon is great, but the support is even better. Support is incredibly fast, and you can jump on screen shares for help when needed - this is unheard of. I would highly recommend Keragon for any healthcare organization, big or small, that is looking to connect their systems and automate their workflows using a very intuitive yet super powerful solution. ”

Lesley Van De Mortel
CEO, Lez Van De Mortel Ltd
HIPAA Compliant Zapier & More!

“I like how easy it is to build complex EMR integrations with Aesthetix CRM. Using the Keragon connectors, we have now integrated multiple EMRs, including ModMed. We are excited about the future of building HIPAA-compliant integrations for our customers with Keragon.”

Eric Dunn
CEO, Aesthetix CRM
Huge time saver

“We use a few different systems which leads to a lot of repeating the same steps in each platform. Keragon automated a lot of this for us. Now we can enter information in one place and it will update/add in every platform. The Keragon setup is not easy, but the support is great. I'd highly recommend to practices who use different platforms for patient care.”

Andrew Housholder
MD/Owner, The Morning Sickness Clinic
Fast Scaling Startup Nails Healthcare Automations

“Keragon successfully recreates a similar UI/UX and workflow to other top automation platforms like Zapier and IFTTT. The key difference is that it's one of the few that is HIPAA compliant across a wide range of tools. The team there has done a great job prioritizing the right features. As an automations consultant, I'm able to create the majority of the workflows I need, and find reasonable workarounds (such as using webhooks) to create the rest of them.”

Alvin Liang
Automations Specialist, Integrative NPS